Management features

Automated Reports generates performance reports from live Alpomi data on a schedule you set. Choose channels, campaigns, metrics, and recipients—daily, weekly, or monthly. Deliver by email or share a live dashboard link with your branding. Built for agencies and in-house teams who need consistent stakeholder reporting without rebuilding spreadsheets each week.

Role-Based Access lets you control exactly what each user can see and do within Alpomi. Assign roles — admin, manager, analyst, viewer — with configurable permissions per brand, region, or account. Audit trails log every significant action. Agency users can access client data without seeing other clients. New starters are provisioned correctly on day one without granting full admin access to production accounts.

Quick-Start Templates are pre-configured dashboard layouts built for specific business types and use cases. Instead of spending hours deciding which metrics to track and how to arrange your dashboard, you pick the template that matches your situation and you are ready to go. Templates come with industry-appropriate KPIs, recommended views, and best-practice layouts — and every element can be customised.

The Custom Card Builder is a guided 4-step wizard that lets any user create their own dashboard cards from over 100 available data fields — without writing a line of code. Choose your data source from Marketing, Sales, Advertising, or Management domains, pick a visualisation type (KPI stat card, line or bar chart, or sortable table), customise the appearance, and preview it with real data before saving. Custom cards sit alongside Alpomi's 55+ built-in cards in the same drag-and-drop dashboard grid, with sharing options so you can keep a card private, share it with your company, or make it public. Most analytics platforms offer fixed dashboards. The Custom Card Builder gives you both: 55+ best-practice built-in cards and the ability to build anything else you need.

Industry-Adaptive Dashboards automatically surface the most relevant cards and metrics for your business type when you first connect to Alpomi. Select your industry during onboarding — e-commerce, retail, hospitality, marketing agency, B2B, or SaaS — and your dashboard populates with the 55+ built-in cards filtered to the metrics that matter most for your sector. E-commerce teams see sales performance, product profitability, and order fulfillment. Hospitality businesses see venue performance, guest satisfaction, and staffing. B2B and SaaS companies see ARR, pipeline, and churn. No manual configuration, no wading through irrelevant cards. The relevant view is there from the moment you log in.

Manage every client in one multi-company workspace with agency branding and portfolio visibility—built for agencies, not a bolt-on reporting tool. Multi-Client Management adds a portfolio view—spend, ROAS, trends, budget utilisation, and health signals—without logging into every platform per client. Assign team members, monitor aggregate or per account, and deliver agency-branded scheduled reports from Workspace. Agency tier supports up to 10 client accounts; Enterprise supports unlimited.

B2B and SaaS Metrics includes 30+ dashboard cards for subscription and B2B sales teams: ARR and MRR with waterfall breakdowns, pipeline health and deal velocity, CAC and LTV by channel, churn and net revenue retention, Rule of 40, Magic Number, burn multiple, cohort revenue retention heatmaps, and a board-ready metrics row. Currently, 75% of SaaS companies calculate these metrics in Excel, and 54% take six or more days to produce metrics when requested (Subscript, 2025). B2B and SaaS Metrics replaces the spreadsheet with metrics updated on your sync schedule and consistent definitions. Available on Pro, Agency, and Enterprise tiers.

Hospitality Operations is a set of seven purpose-built dashboard cards that give restaurants, hotels, bars, and multi-venue hospitality businesses a single operational view of the metrics that drive their performance. Revenue and profit trends, venue-by-venue comparison, weekly shift coverage, guest satisfaction trends, stock levels, cost breakdown by category, and monthly safety and compliance tracking — all in one place, all connected to your marketing performance data so you see the full picture from ad spend to guest experience. For hospitality operators managing multiple locations or running advertising alongside operations, this removes the need for separate tools for each function.